This 150% Run Is Just the Beginning

The whipping post

Listen to the audio version of this article (generated by AI). The AI trade shifts to CPUs… Luke Lango with a batch of AI stocks to consider… Jonathan Rose eyes a Canadian oil squeeze … Louis Navellier is positioning for the Warsh Era If you acted on our March 19 Digest and jumped into Intel … Read more

Microsoft Stock: Buy, Sell, or Hold?

The whipping post

Key Points Azure’s constant-currency growth has been essentially flat for three straight quarters. Microsoft’s commercial backlog grew just 26% year over year when excluding OpenAI. Calendar 2026 capital expenditures are expected to reach roughly $190 billion. 10 stocks we like better than Microsoft › Shares of Microsoft (NASDAQ: MSFT) have had a difficult year so … Read more